See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,701 | $162,781-47.4% | $133,956-36.0% | $158,922-46.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.11% | 41.94%-15.8pp | 45.09%-19.0pp | 302.83%-276.7pp |
| Employer contribution / active EE | $8,253 | $4,975+65.9% | $3,919+110.6% | $4,761+73.3% |
| Participant deferral / active EE | $11,701 | $5,911+98.0% | $5,048+131.8% | $5,982+95.6% |
| Admin fee / account holder | $3,062 | $11,736-73.9% | $8,927-65.7% | $11,246-72.8% |